AI Business Consultant / Senior Consultant -Wealth & Asset Management

About the Position

AI Business Consultant / Senior Consultant - Wealth & Asset Management

Location: London (Hybrid)

Practice Area: Business Consulting

Type: Permanent

Help financial services organisations turn AI ambition into practical business transformation.

Responsibilities

• Support financial services clients in identifying and delivering AI-enabled opportunities that improve operational efficiency, employee productivity, and business innovation using approved AI tools and practical automation where they add value.
• Partner with stakeholders to translate business challenges into practical AI use cases, supporting workshops, requirements gathering, delivery coordination, and implementation activities.
• Contribute to AI transformation initiatives across Banking & Payments, Capital Markets, Wealth & Asset Management, or Insurance, helping clients embed AI into workflows, operating models, and business processes.
• Work alongside cross-functional teams including product owners, engineers, data specialists, risk, and compliance teams to support the testing, validation, and rollout of AI-enabled solutions with human-in-the-loop review and appropriate controls.
• Deliver stakeholder engagement, training, communications, and change adoption activities that help organisations scale AI capabilities safely and effectively while encouraging responsible experimentation and adoption.

Requirements

• Experience working within financial services environments, with SME-level exposure to Banking & Payments, Capital Markets, Wealth & Asset Management, or Insurance.
• Strong understanding of AI tools and the wider AI/ML ecosystem, including GPT, Copilot, generative AI, NLP, and emerging AI-enabled productivity solutions as well as practical AI-infused ways of working.
• Experience supporting transformation programmes, product delivery, or process improvement initiatives, with exposure to responsibilities aligned to Business Analysis or Project Management.
• Ability to engage confidently with stakeholders across business and technology teams, translating complex concepts into clear, practical, and commercially relevant outcomes.
• Collaborative and adaptable mindset, with an interest in helping organisations navigate the people, governance, risk, and change aspects of AI adoption within regulated environments and curiosity to experiment responsibly with approved AI tools.

Nice to Have

• Previous consulting or advisory experience within a professional services environment.
• Experience supporting AI/ML delivery, AI commercialisation, workforce enablement, or organisational change initiatives within financial services including practical use of AI tools to improve delivery quality or speed.
• Familiarity with AI governance, model risk management, responsible AI principles, or regulatory considerations relating to AI adoption.
• Exposure to Agile delivery methodologies, enterprise transformation programmes, or AI product development lifecycles.
• Experience with tools and platforms such as Microsoft Copilot Studio, Power Platform, Power Automate, or enterprise AI ecosystems and using them to support productivity or workflow improvement.

We Offer

• Deliver high-impact transformation programmes for leading financial services organisations.
• Work in a collaborative, flat, and entrepreneurial consulting culture.
• Access continuous learning, training, and industry certifications.
• Be part of a team shaping the future of AI-enabled business transformation.
• Help organisations unlock the value of AI through practical, people-focused change.

Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.

Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders.

Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.

Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.

Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.

Continuous Learning: Your growth, your way - minimum 40 Hours of Training Annually. Take your pick; workshops, certifications, e-learning. Also, Business Coach assigned from Day One: Get one-on-one guidance to fast-track your goals and accelerate your development.

Healthcare Access: Convenient online GP services.

Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.

About the Company

Inclusion at Capco

We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.